Client Search
Find customers by name, IC/business number, phone, email, policy number, vehicle number, insurer, or expiry month.
BaoXianFlow
保险动
Insurance workflow software for agencies.
Manage quotes, proposal forms, customer submissions, PDFs, signatures, and rate tables.
One BaoXianFlow account. Your workspace access is based on your approved account permissions.
Agency operations
Production workflow areas
- 1Create and manage customer submissions.
- 2Prepare quotes and proposal form data.
- 3Generate PDF document packages.
- 4Coordinate signature-ready customer workflows.
- 5Maintain agency rate and reporting records.
Renewal Tracking
Monitor expired policies, due windows, customer calls, receipts, and agency/self-renewal outcomes.
Document Packages
Prepare proposal, nomination, and supporting customer document packages from one agency workspace.
About BaoXianFlow
A general insurance operations workspace for agency teams.
BaoXianFlow helps agencies manage client records, quotes, customer submissions, proposal form data, PDFs, signatures, rate tables, receipts, and reporting from a focused operations workspace.
Request pilot access
Submit an in-app request for selected agency or agent pilot access.
Customers complete forms through secure links shared by their agent. Customer portal access is not part of the RC1 pilot.